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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

879 hedge funds and large institutions have $7.75B invested in Schwab U.S Small- Cap ETF in 2022 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 376 increasing their positions, 329 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
-59
Holders Change %
-6.29%
% of All Funds
14.86%
Holding in Top 10
66
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15.38%
% of All Funds
1.12%
New
61
Increased
376
Reduced
329
Closed
108
Calls
$2.32M
Puts
$331K
Net Calls
+$1.99M
Net Calls Change
+$1.65M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$127M
2
PCA
Personal Capital Advisors
California
+$22.9M
3
Charles Schwab
Charles Schwab
California
+$18.9M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$15.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.9M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$718M
2
TI
Tidal Investments
Wisconsin
-$34.1M
3
5L
55I LLC
Massachusetts
-$16M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$14.3M
5
AWM
Adams Wealth Management
Utah
-$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
626
Holderness Investments Company
North Carolina
$277K -$683K -35,064 -71%
TCM
627
Tradewinds Capital Management
Washington
$274K -$4.93M -252,606 -95%
FC
628
Fusion Capital
South Carolina
$273K -$898 -46 -0.3%
ACP
629
Aveo Capital Partners
Colorado
$271K +$271K +13,898 New
PL
630
Plancorp LLC
Missouri
$270K +$156 +8 +0.1%
SFS
631
Strategic Financial Services
New York
$270K +$35.1K +1,800 +15%
BFC
632
Bedel Financial Consulting
Indiana
$265K +$117 +6 +0%
FA
633
Fagan Associates
New York
$263K +$263K +13,478 New
BAAM
634
Baker Avenue Asset Management
California
$262K -$28.9K -1,484 -10%
BWM
635
BNC Wealth Management
Oregon
$257K – – –
RWA
636
River Wealth Advisors
Pennsylvania
$257K +$60.4K +3,100 +31%
NL
637
NWAM LLC
Washington
$256K -$157K -7,934 -38%
PCM
638
Pennsylvania Capital Management
Pennsylvania
$255K – – –
CSI
639
Cross Staff Investments
New York
$254K +$117 +6 +0%
PFA
640
Pure Financial Advisors
California
$253K +$351 +18 +0.1%
SWA
641
SFMG Wealth Advisors
Texas
$251K +$1.21K +62 +0.5%
GG
642
Gofen & Glossberg
Illinois
$251K +$1.56K +80 +0.6%
SOS
643
Silver Oak Securities
Tennessee
$250K -$27.6K -1,332 -10%
GCM
644
Glaxis Capital Management
Florida
$249K +$249K +12,750 New
LTL
645
Lowery Thomas LLC
California
$249K +$249K +12,762 New
DWM
646
Dakota Wealth Management
Florida
$247K -$10.7K -550 -4%
AIM
647
Aurora Investment Managers
Florida
$246K -$508 -26 -0.2%
NA
648
Nottingham Advisors
New York
$246K +$156 +8 +0.1%
MA
649
Modus Advisors
Minnesota
$245K -$41.8K -2,140 -15%
LF
650
LifeSteps Financial
California
$243K -$1.75K -90 -0.7%
24 25
26
27 28